Filed September 12, 2025
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,960 | $45,050-66.8% | $63,018-76.3% | $70,126-78.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.97% | 18.76%-3.8pp | 87.62%-72.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,887 | $2,052+40.7% | $2,761+4.6% | $2,343+23.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |